FormAssembly vs. Zoho Forms

FormAssembly has been an essential tool to have in our back pocket. It's best when you need a form quickly and can compromise on some of the dynamic elements that would be possible in Visualforce. It serves a particularly critical need when skilled developers are at a premium, but clever admins are available.

Incentivized

Zoho Forms is well suited for anyone wanting to track items from a specific event or feedback at the conclusion of an event. It is also well suited to track responses. Zoho Forms is less suited for the scenarios where official approval is required because the forms are meant for a single user, and not to be filled out by one person, and then forwarded to another to document the approval. It would also not be good to replace an excel or word document to submit to another department requesting a part number for a new product because again once the form is submitted there is not a way for the second party to 'Update' the existing form and add the part number assigned by the second party.

Incentivized

• SalesForce integration is really nice. You can map to specific fields with form values, or you can use detailed formulas. You can also choose to bypass assignment rules on a per-form basis, and create customized logic for when cases are created, when leads are created/merged, etc. It's very robust.
• Form creation in general is very simple. They've gotten good over the years of creating an intuitive, drag and drop interface that's quick to edit. I like that you can also assign values to fields so conditional form building gets easy.
• I like that you can customize how responses are viewed in the response window. Choose what columns show up so you can find records with ease, and with just one glance. OR you can download everything to excel in a snap too.

Incentivized

• Its feature of sending alerts in real time is my favorite feature. Whenever someone fills an inquiry form, I get alert immediately.
• It has a mobile app also which makes this software usable at anytime and anywhere.
• It's a cloud based application so users don't need so save anything on their system and they don't need to be dependent on their system. They can access their forms from any system.

Incentivized

• The information coming from Salesforce to use in the choices for an answer does not always appear as needed. (API vs name).
• Ability for Admins to see and edit every user's forms. This would be useful in the event that someone is no longer with the institution.
• When a form is cloned, it would be nice if the connector were also cloned but not active. This would allow us to verify and turn on without having to rebuild everything.

Incentivized

• So far I have done well, I have had no problems.
• In some cases, I would like to click on one of the registers and send an email.
• A good idea would be an integration with Zoho Mail to create templates within the survey.

Incentivized

One major point for us is our migration to a completely Microsoft infrastructure. IN addition to that, the afore mentioned need to ingest external data resources means that we do have our eyes open toward the landscape so that we can fill these needs. This in no way indicates a move away from FormAssembly: their support is first rate, and so far the product has always stood up to the tests we've put it through.

Incentivized

Given how many sophisticated features appear in the form builder itself, the back-end management can feel strikingly skimpy at times. More dynamic or visually appealing confirmation messages/email notifications would realign these with the existing capabilities of the forms themselves. This is a small issue though because data capture is our primary priority in form fills and it is always excellent in Salesforce!

Incentivized

It is very easy to use & straight forward for a tech or non-tech user. It is very easy to distribute the form & collect data to evaluate. Lots of features to make the form unique or to collect data in many ways (sliders, wheels, more than just typed data entry). Works great on desktop or mobile devices as well.

Incentivized

While it's not a true development package and misses some features like ingestion of external data for lists, etc... the product is fast, stable, easy to use, and will suit the needs of anyone needing online form functionality with SalesForce and other connectors available for your marketing needs.

Incentivized

So far we have not faced any issue while using the software but our customer journey has been breathtaking so far, which obviously i am expecting, should be the case of the support of Zoho Forms as well. However we have explored their support channels; you can easily find the contact us form in the profile slider and there are other resources available with a single click like Help Menu, What's New Menu, Blogs and Forums. However i could not find any live chat or support with the Free version.

Incentivized

Form Assembly allows for advanced data mapping, pre-filling forms with Salesforce data, and working with custom objects. FormAssembly excels in Salesforce Integration, as it is highly specialized and deeply integrated. Often considered the industry leader for Salesforce forms, Formstack has strong integration, but may not offer the same level of granular control as FormAssembly.

Incentivized

Zoho Forms I found to be more affordable (free tiers works for many businesses). They offered solutions that fit the need & didn't limit features like some of the other services trying to upsell. Jotform offers a lot more add-on features or widgets and has an interesting platform, but it is much more costly for small businesses.

Incentivized

• FormAssembly allows for us to take manual spreadsheet driven processes and standardize them in a scalable manner.
• FormAssembly allows for our customers to own a process of sales (print shipment allocations) that previously our reps were burden with.
• FormAssembly integrates well with our TechStack.

Incentivized

• The biggest pain point we had was getting notified in time of form submission which Zoho Forms has solved and now we do not miss any form submission from a potential lead.
• Our existing customers (50+) were using conventional methods to inform us about issues being faced which was a major hassle for us in providing good customer services. But thanks to Zoho Forms, we now document each issue properly, respond to it in a timely manner and get it resolved with the SLAs.
• We have also used Zoho Forms to have our live chat channel integrated with Zoho Forms to be able to get a form submission from them instantly while chatting with our CSRs.

Incentivized